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Organized by: MExit Inc. — https://www.eventbrite.com/o/32947079371An invitation-only room of trusted advisors who serve business owners. Peer mentoring, shared learning & connections worth following up on!
GROW YOUR ADVISORY BUSINESS USING EXIT PLANNING - Every business owner deserves a maximum-value exit. Only 1 in 20 get one.
It is not because owners do not care. It is because a great exit takes a team, and most owners are being served by a set of very good advisors who have never met each other. Someone has to connect the dots. As a trusted advisor, you are the natural person to do it, and doing it is the most valuable service you can offer the clients you already have.
BEAN-YVR is where those advisors meet. It is a curated, local community of owner-exit and business-growth advisors who serve the same kind of business owner, built so that collaboration actually happens rather than getting talked about.
This is not a networking mixer
You cannot build trust with forty people in a room. You can build it with eight. So most of the evening is spent in small groups, working through a real client challenge and learning what each other actually does. People leave knowing three or four advisors properly instead of collecting a stack of cards they will never use.
Meetups are now by invitation only. Every person in the room was personally vouched for by a member, which is exactly what makes the conversation worth having.
The evening
Open networking (30 min). Arrive, grab a coffee, meet people. Our host's info station is open.
Welcome and introductions (10 min). Fifteen seconds each: your name, what you do, who you serve. Fifteen seconds is not a typo.
The business exit opportunity (10 min). Why owners need two advisory teams, where value actually gets created, and where each of us fits.
Peer mentoring case study, in groups of eight (45 min). One person outlines a live client project and asks the group a "How do I...?" question. The group questions to understand it, then brainstorms options, then everyone commits to one thing they will do with what they heard.
Getting to know each other (20 min). Same groups. Who am I and which advisory team am I on, how do I create value, a two-minute real example of my work, and my high-value trigger points in the exit lifecycle.
Close (5 min). Who sparked your curiosity, who will you meet one to one, and who else do you know who belongs in this room.
Who is in the room
Two complementary groups, all serving business owners of companies with roughly $5M to $100M in revenue:
Owner-Exit and Wealth Advisors - exit planners and CEPAs, M&A advisors and business brokers, corporate and estate lawyers, CPA and tax, wealth and financial planners, bankers and lenders, insurance, risk and estate.
Business-Growth Advisors - growth coaches, fractional COO, CFO, CMO, CRO and CPO, HR and talent, sales and marketing, RevOps, operations and Lean, IT and data, ESG, customer success.
A shared client profile is what makes this work. When we all serve the same kind of owner, introductions actually fit and everyone's referrals get stronger.
What you get out of it
Warm introductions from advisors who serve the owners you serve. BEAN does not broker referrals; it builds the trust that referrals come from.
A bench of complementary experts you can bring to your own clients, so you show up with a team behind you instead of a business card.
Real help with live client work from a room full of people who have solved something like it before.
A bigger role with the clients you already have. Quarterbacking the advisory team around an owner is the stickiest thing you can do for your practice.
Proven tools and processes for exit and transition planning and business growth coaching, shared openly across the community.
Bring two things
One live client challenge you would genuinely like help with, and the "How do I...?" question that goes with it.
One two-minute client story - the situation, what you did, what happened. It is the fastest way for people to understand the value you create.
How we run the room
No pitching. Nobody presents a service. The fastest way to lose credibility here is to sell.
What is said about a client stays in the room. Anonymize where you need to, and speak freely otherwise.
By invitation only. If you would like to bring someone, check with your host first so we keep the room balanced.
$25 per person, paid when you register. It covers the room and refreshments, and it means everyone here chose to be here.
Details
Date and time: Wednesday, September 30, 2026, 4pm to 6pm. Doors open 30 minutes early for open networking.
Venue: IG Wealth Management, 666 Burrard Street, Suite 1800, Vancouver, BC
Cost: $25 per person, paid at registration
Seats: limited to 50, and they go quickly
Getting there
We are on the 18th floor of Park Place at 666 Burrard Street, hosted by IG Wealth Management. Come up to Suite 1800 and someone will meet you at reception. Burrard SkyTrain station is at the door, and there is paid underground parking in the building. If you arrive after 5pm, the elevators will be locked out and someone will need to come get you, in which case you can call 403.660.9961.
Cannot make this one? Join the BEAN-YVR LinkedIn group to stay connected: https://www.linkedin.com/groups/14502256/
Questions, or want to bring a guest? Email [email protected]
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Event venue
IG Wealth Management, 666 Burrard Street, Vancouver, BC V6C 2X8, CA, Canada
Tickets
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